See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,838 | $48,750+49.4% | $88,946-18.1% | $74,304-2.0% |
| Participation rate | 61.1% | 44.5%+16.6pp | 68.8%-7.8pp | 60.3%+0.7pp |
| Annual return | 16.50% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,051 | $1,255+63.4% | $2,555-19.7% | $2,241-8.5% |
| Participant deferral / active EE | $3,609 | $2,423+48.9% | $4,581-21.2% | $3,767-4.2% |
| Admin fee / account holder | $4,257 | $3,756+13.3% | $8,261-48.5% | $2,969+43.4% |